New Energy Infrastructure 2019

5 February 2019 | London

in partnership with

Description

The second edition of inspiratia’s New Energy Infrastructure Conference – taking place on 5 February 2019 in London – will reflect on a year that has
seen a series of landmark investment deals in EV charging and flexible generation. Market experts will dissect and debate these pathfinder transactions and
analyse the future direction of the industry.

In the EV charging sector, a host of energy companies have made investments in 2018 – including E.ON, Innogy, Vattenfall, Total and BP. Most interesting was
Meridiam’s acquisition of Dutch charging developer Allego – proof that there may also be a role for traditional infrastructure investors in the space.
Meanwhile, the UK is set to appoint a preferred bidder in the coming weeks for its pioneering Charging Infrastructure Investment Fund.

There has also been investment activity in battery storage and the wider smart grid, including the first wave of debt financings of battery assets and two
successful public listings in London by storage-focused funds. The likes of Pivot Power have shaken up the space with ambitious plans to roll out a £1.6bn
network of batteries and EV chargers. Seen together, these deals highlight the significant opportunities for investors, but there remains a need to better
understand how capital can be deployed in sectors dominated by new players and emerging technologies.

Bringing together the various and often disparate parties from this rapidly evolving landscape, New Energy Infrastructure 2019 will centre around four panels,
which will be supplemented by a selection of keynote presentations and Q&As.

Agenda

08:00 – 09:00

Registration and networking breakfast

09:00 – 09:05

Welcome address

Sarah Woddis, Managing Director, inspiratia

09:05 – 09:20

EVs: a global outlook

Daniel Atzori, Head of Research, inspiratia

09:20 – 09:40

Q&A – Powering Europe with an ultra-fast charging network

Ionity, Pia Bretschneider, Country Manager, UK and Ireland

09:40 – 10:45

Panel – Evolving business models for EV infrastructure

In the burgeoning EV charging market, a wide range of technology offerings have emerged: slower chargers for homes and businesses, rapid chargers for supermarkets and
other destinations, and ultra-fast chargers on motorway networks and at service stations. Yet at the same time, business models are still relatively nascent, ranging from
equipment sales to the provision of charging services for a fee. And all this is occurring at a time when new companies are entering the market.

Which business models offer most promise?

What is the significance of recent moves by oil majors into the sector?

What role should auto manufacturers plays in the rollout of EV infrastructure?

To what extent will autonomous vehicles disrupt car ownership and EV charging business models?

How can markets for grid services be created for smart charging units?

Allego, Clive Southwell, Manager UK

E-GAP, Eugenio de Blasio, Founder and Chairman

Ionity, Pia Bretschneider, Country Manager, UK and Ireland

Next Green Car & Zap-Map, Ben Lane, Director

Pod Point, James McKemey, Head of Insights

Moderator: Andrew Leedom, Senior Associate, inspiratia

10:45 – 11:15

Coffee break

11:15 – 11:35

Vehicle to grid, a worldwide view

Nuvve, Paige Mullen, Project Manager

11:35 – 12:45

Panel – Funding EV infrastructure

2018 was a breakthrough year in the EV charging sector. A host of energy companies made significant inroads in the space – including E.ON, Innogy, Vattenfall, Total and BP.
Meanwhile, deals by the likes of Meridiam, Zouk, CPPIB and GIC proved there is a role for financial investors. The sector will require billions of dollars of investment in
the medium-term – but what kind of funding strategy is best suited to the sector and how will it change over time as the market matures?

Can EV infrastructure become a genuine asset class?

How, where and when might traditional infrastructure investors find opportunities?

What role can governments play in driving EV infrastructure, such as the UK’s Charging Infrastructure Investment Fund?

At what stage along the maturity curve for this sector will project finance become the main source of funding?

How can funds convince their prospective LPs that the cashflow attributes of EV infrastructure are no different to other infrastructure assets?

Downing LLP, Shane Swords, Head of Institutional Fundraising

Drake Star Amsterdam, Frank Verbeek, Managing Partner

Meridiam, Christophe Gegout, Senior Investment Director

Pinsent Masons, Peter Feehan, Partner

Zouk, Colin Campbell, Partner

Moderator: Jon McNair, Head of Analysis, inspiratia

12:45 – 13:45

Networking lunch

13:45 – 14:00

EV integration, distributed solar and second-life batteries

Nissan Energy, Mario Noto, Senior Legal Counsel

14:00 – 15:15

Panel – Creating a decentralised grid

Electricity is no longer the preserve of large utilities. In 2019, electricity can be generated – and stored – on a domestic and commercial scale. But what
does the rise of these ‘prosumers’ mean for the wider system? And how can the grid cope with the demand from EVs?

Does regulation currently act as an incentive or deterrent to the creation of a decentralised energy web?

Can aggregated prosumers, acting as virtual power plants, avoid the need for centralised conventional power?

In what ways will the increasingly distributed/decentralised nature of energy change the wholesale market?

The fallout from the EU’s investigation into the UK’s capacity market

Role and impact of regulation/policy – including National Grid’s review of ancillary services

The rapid buildout of renewable energy has brought into sharp focus the vital role of battery storage in an increasingly intermittent system.
The asset class is evolving at pace and, in the absence of contracted revenues, many owners are pursuing merchant business models. Today, not only is low-risk
infrastructure-type equity capital actively chasing battery deals, so too is debt. But in an ever-changing energy industry, how can investors make money while also
avoiding oversaturating the market?

Analysis of investment landscape, fund structures and the role of debt finance

What is the best strategy for merchant trading and what kind of controls and software are required?

What are the prospects for other battery storage business models such as FFR, co-location and behind-the-meter?

How do batteries stack up against other forms of flexibility and storage?

Are lithium-ion batteries the most appropriate technology for utility scale storage, or do solid state batteries represent a better option for the future?